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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
176
DecisionMap Wealth Management
Virginia
$636K +$612 +29 +0.1%
RFN
177
Redwood Financial Network
Ohio
$623K +$175K +8,295 +39%
CCM
178
CFO Capital Management
Connecticut
$610K +$61.5K +2,911 +11%
HPC
179
HM Payson & Co
Maine
$605K +$610K +28,900 New
NA
180
Nestegg Advisors
New York
$565K +$4.14K +196 +0.7%
SWP
181
Summit Wealth Partners
Florida
$555K – – –
CBT
182
Crews Bank & Trust
Florida
$544K – – –
DWT
183
Dorsey & Whitney Trust
South Dakota
$523K – – –
SFO
184
Stokes Family Office
Louisiana
$518K – – –
XF
185
XML Financial
Maryland
$516K +$116K +5,501 +29%
VHAM
186
Van Hulzen Asset Management
California
$498K +$281K +13,309 +127%
SWA
187
Sax Wealth Advisors
New Jersey
$494K – – –
TCRG
188
Twin Cities Retirement Group
Minnesota
$491K +$11.7K +555 +2%
4WM
189
4J Wealth Management
Virginia
$482K +$15.8K +750 +3%
GVAG
190
Great Valley Advisor Group
Delaware
$478K +$3.61K +171 +0.8%
GFP
191
Gryphon Financial Partners
Ohio
$474K – – –
EIP
192
Ellis Investment Partners
Pennsylvania
$464K +$40.7K +1,926 +10%
AMM
193
American Money Management
California
$440K – – –
GDP
194
Great Diamond Partners
Maine
$437K +$135K +6,410 +44%
CT
195
Clearstead Trust
Maine
$427K – – –
GMFG
196
Greater Midwest Financial Group
Minnesota
$427K +$14.9K +706 +4%
ASN
197
Advisory Services Network
Georgia
$423K +$3.19K +151 +0.8%
LF
198
Lee Financial
Texas
$419K – – –
FFA
199
Farther Finance Advisors
California
$409K +$35.1K +1,664 +9%
SIAP
200
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$406K – – –
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8
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